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EssilorLuxottica SA
(EL)
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Rating:64Neutral
Price Target:
€183.00
▲(14.99% Upside)
Action:Reiterated
Date:08/06/26
The score is primarily supported by solid financial performance (steady growth and strong gross profitability) but held back by margin softening in 2025, increased leverage, and middling cash conversion. Technically, signals are mixed with a weaker longer-term trend and negative MACD, and valuation is a further headwind due to the higher P/E despite a moderate dividend yield.
Positive Factors
Resilient Revenue Growth
Steady multi-year revenue growth indicates resilient demand across lenses, frames, sunwear and retail. This diversified exposure can support durable expansion even when individual product categories or geographic markets fluctuate.
Negative Factors
Operating Margin Softening
Margin contraction signals pressure on operating leverage or cost absorption despite continued revenue growth. If sustained, softer profitability could limit earnings growth and reduce the benefit of the company’s otherwise strong gross-margin profile.
Read all positive and negative factors
Positive Factors
Negative Factors
Resilient Revenue Growth
Steady multi-year revenue growth indicates resilient demand across lenses, frames, sunwear and retail. This diversified exposure can support durable expansion even when individual product categories or geographic markets fluctuate.
Read all positive factors
EssilorLuxottica SA (EL) vs. iShares MSCI France ETF (EWQ)
Market Cap
€70.82B
Dividend Yield2.67%
Average Volume (3M)704.46K
Price to Earnings (P/E)27.7
Beta (1Y)1.09
Revenue Growth7.50%
EPS Growth3.48%
CountryFR
Employees213,909
SectorGeneral
Sector StrengthN/A
IndustryMedical - Instruments & Supplies
Share Statistics
EPS (TTM)5.40
Shares Outstanding464,247,560
10 Day Avg. Volume660,986
30 Day Avg. Volume704,461
Financial Highlights & Ratios
PEG Ratio-17.40
Price to Book (P/B)3.19
Price to Sales (P/S)4.35
P/FCF Ratio32.90
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
€240.11Price Target Upside50.87% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering10
EPS Forecast (FY)7.33
Revenue Forecast (FY)€30.31B
EssilorLuxottica SA Business Overview & Revenue Model
Company Description
EssilorLuxottica S.A., established in Paris, France, in 1849, is a global enterprise dedicated to the design, production, and distribution of a wide range of ophthalmic products, including corrective lenses, eyewear frames, and sunglasses. The com...
How the Company Makes Money
EssilorLuxottica makes money primarily by selling eyewear products and related services through a mix of wholesale and direct-to-consumer channels. Key revenue streams include: (1) Ophthalmic lenses: designing and manufacturing prescription lenses...
EssilorLuxottica SA Financial Statement Overview
Summary
Income Statement
78
Positive
Balance Sheet
74
Positive
Cash Flow
71
Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 29.29B | 28.49B | 26.51B | 25.39B | 24.49B | 19.82B |
| Gross Profit | 17.82B | 17.25B | 16.81B | 16.05B | 15.59B | 12.28B |
| EBITDA | 6.78B | 6.54B | 6.55B | 6.18B | 6.10B | 4.71B |
| Net Income | 2.49B | 2.31B | 2.36B | 2.29B | 2.15B | 1.45B |
Balance Sheet | ||||||
| Total Assets | 65.06B | 63.90B | 64.26B | 60.52B | 60.56B | 59.41B |
| Cash, Cash Equivalents and Short-Term Investments | 1.93B | 3.54B | 2.25B | 2.56B | 1.99B | 3.33B |
| Total Debt | 15.32B | 14.40B | 13.22B | 11.66B | 12.20B | 13.02B |
| Total Liabilities | 25.13B | 24.40B | 23.26B | 21.63B | 22.41B | 23.54B |
| Stockholders Equity | 39.22B | 38.89B | 40.38B | 38.24B | 37.45B | 35.06B |
Cash Flow | ||||||
| Free Cash Flow | 3.84B | 3.77B | 3.35B | 3.33B | 3.21B | 3.52B |
| Operating Cash Flow | 5.29B | 5.29B | 4.87B | 4.86B | 4.78B | 4.54B |
| Investing Cash Flow | -2.87B | -2.64B | -3.62B | -1.72B | -3.29B | -8.13B |
| Financing Cash Flow | -3.21B | -971.00M | -1.65B | -2.36B | -2.91B | -1.97B |
EssilorLuxottica SA Peers Comparison
UnderperformOutperform
Sector (55)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
76 Outperform | €2.45B | 18.79 | 17.96% | 4.05% | 2.15% | -2.20% | |
64 Neutral | €70.82B | 27.74 | 6.39% | 2.45% | 7.50% | 3.48% | |
64 Neutral | €70.40B | 15.61 | 18.39% | 3.25% | -3.83% | -0.09% | |
55 Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% | |
46 Neutral | €29.98B | -141.73 | -1.46% | 2.14% | -9.23% | -129.21% |
* General Sector Average
FR:EL
EssilorLuxottica SA
149.80
-103.81
-40.93%
FR:CDI
Christian Dior
393.80
-64.72
-14.11%
FR:ITP
Interparfums
28.00
0.50
1.83%
FR:KER
Kering SA
245.20
11.42
4.88%
EssilorLuxottica SA Corporate Events
EssilorLuxottica Publishes 2026 Interim Financial Report After Board Approval
Jul 29, 2026
EssilorLuxottica has released its 2026 Interim Financial Report following Board approval of the condensed consolidated interim financial statements for the six months ended June 30, 2026. The publication provides investors and stakeholders with up...
EssilorLuxottica Delivers Strong H1 Growth and Bets on Intelligent Optical Systems
Jul 28, 2026
EssilorLuxottica reported a strong first half of 2026, with revenue up 9.7% at constant exchange rates and second-quarter growth of 8.7%, supported by an 8.0% rise in comparable-store retail sales. All major regions contributed, with North America...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.